Job Description
Welcome to Apex Financial Solutions, where we are redefining excellence in tax consultancy and financial planning. We are currently seeking a highly motivated Tax Associate to join our growing team in the vibrant heart of Oakland, CA.
In this role, you will play a pivotal part in ensuring our clients' financial health through precise tax planning, compliance, and strategic advisory services. We pride ourselves on a culture of transparency, growth, and innovation. If you are ready to leverage your analytical skills in a dynamic environment, we want to meet you.
Why Join Us?
- Competitive Compensation: Salary range $65k - $85k.
- Professional Growth: Clear pathways to Senior Associate and Manager roles.
- Modern Benefits: Comprehensive health, dental, and vision insurance.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns with a high degree of accuracy and compliance.
- Conduct thorough tax research to ensure all filings adhere to the latest federal and state regulations.
- Manage a portfolio of client accounts, providing proactive tax planning advice and year-round support.
- Assist in the reconciliation of financial statements and preparation of supporting documentation.
- Utilize advanced tax software and ERP systems to streamline workflow and improve efficiency.
- Collaborate with senior team members to identify business development opportunities within existing accounts.
- Ensure strict confidentiality and data security for all client financial information.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation required.
- 1-3 years of experience in tax preparation or public accounting is preferred.
- Strong proficiency in Microsoft Excel and tax preparation software (e.g., Drake, ProSeries, or Lacerte).
- Excellent analytical and problem-solving skills with a keen eye for detail.
- Strong verbal and written communication skills for client interaction.
- Ability to manage multiple deadlines in a fast-paced, high-volume environment.
- CPA certification or currently pursuing licensure is a significant plus.